Stifel Financial

Stifel Financial Portfolio holdings

AUM $110B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.2B
AUM Growth
+$620M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,656
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$34.5M
3
+$24M
4
PLD icon
Prologis
PLD
+$22.1M
5
GLD icon
SPDR Gold Trust
GLD
+$20.2M

Top Sells

1
+$35.9M
2
+$35.4M
3
+$24.2M
4
EMC
EMC CORPORATION
EMC
+$21.4M
5
AAPL icon
Apple
AAPL
+$20.3M

Sector Composition

1 Healthcare 12.63%
2 Technology 11.31%
3 Financials 9.93%
4 Industrials 8.59%
5 Consumer Staples 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$11M 0.05%
7,505
-891
352
$11M 0.05%
154,053
+13,224
353
$10.9M 0.05%
1,058,114
+90,726
354
$10.8M 0.05%
217,900
-12,926
355
$10.8M 0.05%
67,300
-9,429
356
$10.8M 0.05%
302,742
+47,028
357
$10.8M 0.05%
275,676
+52,386
358
$10.8M 0.05%
97,520
+7,622
359
$10.7M 0.05%
162,380
-624
360
$10.7M 0.05%
543,314
-7,157
361
$10.6M 0.05%
371,536
+43,351
362
$10.6M 0.05%
202,847
-4,226
363
$10.6M 0.05%
306,618
+198,155
364
$10.5M 0.05%
258,580
-26,948
365
$10.5M 0.05%
214,395
-46,679
366
$10.4M 0.05%
88,133
+2,933
367
$10.4M 0.05%
127,019
+22,150
368
$10.4M 0.05%
66,823
-19,079
369
$10.3M 0.05%
142,823
+39,575
370
$10.3M 0.05%
311,106
+131,722
371
$10.2M 0.05%
117,833
-10,088
372
$10.2M 0.05%
273,397
+3,372
373
$10.2M 0.05%
289,742
-63,811
374
$10.2M 0.05%
127,972
-3,307
375
$10M 0.05%
171,770
+58,530
13 14
15
16 17